8/4/2025 | World Investment Advisors | 321,794 | $8.32M | 0.2% | +9.3% | 0.427% | |
8/1/2025 | Envestnet Asset Management Inc. | 35,508 | $918K | 0.0% | +4.2% | 0.047% | |
7/31/2025 | Guardian Financial Partners LLC | 444,754 | $11.50M | 5.2% | +7.6% | 0.590% | |
7/30/2025 | Principle Wealth Partners LLC | 785,243 | $20.30M | 1.3% | -21.3% | 1.042% | |
7/29/2025 | Spectrum Investment Advisors Inc. | 177,147 | $4.58M | 2.7% | +7.0% | 0.235% | |
7/29/2025 | Stratos Wealth Partners LTD. | 41,278 | $1.07M | 0.0% | +100.8% | 0.055% | |
7/29/2025 | Riverbend Wealth Management LLC | 154,257 | $3.99M | 3.0% | +35.4% | 0.205% | |
7/29/2025 | Stratos Investment Management LLC | 3,288,789 | $85.02M | 3.9% | +24.0% | 4.366% | |
7/23/2025 | Prasad Wealth Partners LLC | 398,493 | $10.30M | 3.0% | -26.3% | 0.529% | |
7/21/2025 | Sovereign Investment Advisors LLC | 385,533 | $9.97M | 2.7% | +560.4% | 0.512% | |
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7/17/2025 | G&S Capital LLC | 23,572 | $609K | 0.2% | +25.0% | 0.032% | |
7/16/2025 | Old Port Advisors | 259,355 | $6.70M | 1.8% | +19.4% | 0.348% | |
7/15/2025 | Traction Financial Partners LLC | 673,584 | $17.41M | 11.8% | -1.1% | 0.905% | |
7/14/2025 | Sentinel Pension Advisors LLC | 323,202 | $8.36M | 1.4% | N/A | 0.435% | |
7/11/2025 | Annex Advisory Services LLC | 5,143,368 | $132.96M | 3.2% | +47.1% | 6.948% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 295,740 | $7.63M | 0.2% | +24.0% | 0.400% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 43,698,035 | $1.13B | 1.9% | +12.6% | 59.031% | |
7/9/2025 | Lineweaver Wealth Advisors LLC | 1,132,470 | $29.27M | 4.6% | +12.0% | 1.530% | |
7/9/2025 | Triumph Capital Management | 42,423 | $1.10M | 0.3% | -53.0% | 0.057% | |
7/8/2025 | Gallacher Capital Management LLC | 337,518 | $8.73M | 4.0% | +4.4% | 0.458% | |
6/27/2025 | Goldman Sachs Group Inc. | 130,446 | $3.38M | 0.0% | -21.2% | 0.179% | |
5/19/2025 | Jane Street Group LLC | 46,627 | $1.21M | 0.0% | -51.9% | 0.069% | |
5/16/2025 | Goldman Sachs Group Inc. | 130,446 | $3.38M | 0.0% | -21.2% | 0.192% | |
5/16/2025 | Integrated Wealth Concepts LLC | 273,026 | $7.07M | 0.1% | -22.2% | 0.403% | |
5/14/2025 | Comerica Bank | 7,336 | $190K | 0.0% | +128.3% | 0.011% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,642 | $43K | 0.0% | N/A | 0.002% | |
5/13/2025 | Ethos Financial Group LLC | 211,720 | $5.48M | 0.5% | N/A | 0.312% | |
5/8/2025 | Shufro Rose & Co. LLC | 4,543,908 | $117.62M | 9.3% | +146.4% | 6.699% | |
5/8/2025 | Sovereign Investment Advisors LLC | 58,378 | $1.50M | 0.5% | -84.5% | 0.086% | |
5/8/2025 | First Foundation Advisors | 73,495 | $1.90M | 0.1% | +193.7% | 0.108% | |
5/6/2025 | Principle Wealth Partners LLC | 997,835 | $25.83M | 1.8% | -7.8% | 1.471% | |
5/6/2025 | Triumph Capital Management | 90,173 | $2.33M | 0.8% | +19.3% | 0.133% | |
5/6/2025 | Old Port Advisors | 217,146 | $5.62M | 1.7% | +554.8% | 0.320% | |
5/5/2025 | Gallacher Capital Management LLC | 323,342 | $8.37M | 4.1% | +12.8% | 0.477% | |
5/2/2025 | Lineweaver Wealth Advisors LLC | 1,010,919 | $26.17M | 4.5% | +70.4% | 1.490% | |
4/30/2025 | Alps Advisors Inc. | 180,582 | $4.67M | 0.0% | +18.0% | 0.277% | |
4/30/2025 | Adapt Wealth Advisors LLC | 593,317 | $15.36M | 7.5% | +43.2% | 0.910% | |
4/30/2025 | Stratos Wealth Partners LTD. | 20,558 | $532K | 0.0% | N/A | 0.032% | |
4/30/2025 | Stratos Wealth Advisors LLC | 69,271 | $1.79M | 0.1% | N/A | 0.106% | |
4/30/2025 | Stratos Investment Management LLC | 2,651,970 | $68.65M | 3.7% | +35.3% | 4.069% | |
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And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
4/29/2025 | Bank of New York Mellon Corp | 1,932,956 | $50.04M | 0.0% | N/A | 2.966% | |
4/29/2025 | World Investment Advisors | 294,502 | $7.62M | 0.2% | +10.9% | 0.452% | |
4/28/2025 | Strategic Financial Concepts LLC | 9,016 | $233K | 0.0% | +14.8% | 0.014% | |
4/28/2025 | ABLE Financial Group LLC | 10,818 | $280K | 0.1% | N/A | 0.017% | |
4/25/2025 | G&S Capital LLC | 18,859 | $488K | 0.2% | N/A | 0.029% | |
4/23/2025 | Riverbend Wealth Management LLC | 113,955 | $2.95M | 2.6% | +6.7% | 0.175% | |
4/23/2025 | Guardian Financial Partners LLC | 413,213 | $10.70M | 5.1% | +2.7% | 0.634% | |
4/21/2025 | Blue Trust Inc. | 5,080 | $131K | 0.0% | N/A | 0.008% | |
4/21/2025 | Advisory Resource Group | 545,393 | $14.12M | 2.9% | -5.4% | 0.837% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 38,822,260 | $1.00B | 1.9% | +8.8% | 59.562% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 238,408 | $6.17M | 0.2% | +174.0% | 0.366% | |
4/15/2025 | Traction Financial Partners LLC | 680,889 | $17.63M | 13.8% | N/A | 1.045% | |
4/11/2025 | Annex Advisory Services LLC | 3,496,658 | $90.51M | 2.6% | +17.9% | 5.365% | |
4/10/2025 | Fermata Advisors LLC | 84,791 | $2.20M | 0.4% | +6.2% | 0.133% | |
4/10/2025 | Nixon Peabody Trust Co. | 205,180 | $5.31M | 0.5% | N/A | 0.323% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 35,667,256 | $910.23M | 1.7% | +32.8% | 59.218% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 87,015 | $2.22M | 0.1% | +152.1% | 0.144% | |
2/25/2025 | Shufro Rose & Co. LLC | 1,844,088 | $47.06M | 3.6% | N/A | 6.681% | |
2/18/2025 | Vise Technologies Inc. | 28,136 | $718K | 0.1% | N/A | 0.102% | |
2/17/2025 | Coastal Bridge Advisors LLC | 15,084 | $385K | 0.1% | N/A | 0.055% | |
2/17/2025 | Citadel Advisors LLC | 36,283 | $926K | 0.0% | -43.3% | 0.131% | |
2/17/2025 | Adapt Wealth Advisors LLC | 414,451 | $10.58M | 5.2% | +20.1% | 1.502% | |
2/14/2025 | Jane Street Group LLC | 96,849 | $2.47M | 0.0% | +54.3% | 0.351% | |
2/14/2025 | Triumph Capital Management | 75,578 | $1.93M | 0.7% | +8.2% | 0.274% | |
2/14/2025 | Comerica Bank | 3,214 | $82K | 0.0% | N/A | 0.012% | |
2/14/2025 | Integrated Wealth Concepts LLC | 350,990 | $8.96M | 0.1% | -2.0% | 1.272% | |
2/13/2025 | First Foundation Advisors | 25,021 | $639K | 0.0% | N/A | 0.091% | |
2/13/2025 | Envestnet Asset Management Inc. | 34,055 | $869K | 0.0% | N/A | 0.123% | |
2/12/2025 | OLD Mission Capital LLC | 91,182 | $2.33M | 0.0% | N/A | 0.330% | |
2/12/2025 | JPMorgan Chase & Co. | 4,492 | $115K | 0.0% | N/A | 0.016% | |
2/11/2025 | LPL Financial LLC | 35,001 | $893K | 0.0% | +56.9% | 0.127% | |
2/11/2025 | Condor Capital Management | 43,858 | $1.12M | 0.1% | N/A | 0.159% | |
2/11/2025 | TAP Consulting LLC | 8,317 | $212K | 0.0% | N/A | 0.030% | |
2/10/2025 | Thrivent Financial for Lutherans | 340,034 | $8.68M | 0.0% | N/A | 1.232% | |
2/10/2025 | Gallacher Capital Management LLC | 286,678 | $7.32M | 3.6% | +20.7% | 1.039% | |
2/10/2025 | Sovereign Investment Advisors LLC | 376,719 | $9.61M | 2.9% | +50.2% | 1.365% | |
2/10/2025 | Commonwealth Equity Services LLC | 22,309 | $569K | 0.0% | -28.1% | 0.081% | |
2/7/2025 | Riverbend Wealth Management LLC | 106,830 | $2.73M | 2.4% | N/A | 0.387% | |
2/5/2025 | Lineweaver Wealth Advisors LLC | 593,315 | $15.15M | 2.8% | +2.5% | 2.150% | |
2/4/2025 | Prasad Wealth Partners LLC | 487,842 | $12.45M | 4.0% | N/A | 1.768% | |
1/30/2025 | Strategic Financial Concepts LLC | 7,857 | $201K | 0.0% | N/A | 0.028% | |
1/30/2025 | Legacy Capital Wealth Partners LLC | 33,435 | $853K | 0.2% | N/A | 0.121% | |
1/29/2025 | Principle Wealth Partners LLC | 1,082,578 | $27.63M | 1.9% | -6.5% | 3.922% | |
1/28/2025 | Advisory Resource Group | 576,334 | $14.71M | 3.1% | -5.4% | 2.088% | |
1/28/2025 | Apollon Wealth Management LLC | 26,823 | $685K | 0.0% | -1.9% | 0.097% | |
1/28/2025 | Spectrum Investment Advisors Inc. | 161,671 | $4.13M | 2.8% | N/A | 0.586% | |
1/28/2025 | Strategic Financial Concepts LLC | 200,503 | $51K | 0.0% | N/A | 0.726% | |
1/27/2025 | Stratos Investment Management LLC | 1,959,640 | $50.01M | 3.0% | -0.5% | 7.100% | |
1/16/2025 | Annex Advisory Services LLC | 2,966,770 | $75.71M | 2.3% | +81.9% | 10.749% | |
1/15/2025 | Fermata Advisors LLC | 79,839 | $2.04M | 0.4% | -9.4% | 0.289% | |
$100 Trillion “AI Metal” Found in American Ghost Town (Ad) Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. |
1/15/2025 | Guardian Financial Partners LLC | 402,471 | $10.27M | 6.1% | +4.1% | 1.458% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 26,875,912 | $710.60M | 1.5% | +0.0% | 97.376% | |
1/2/2025 | Old Port Advisors | 33,163 | $846K | 0.2% | N/A | 0.120% | |
11/25/2024 | World Investment Advisors LLC | 265,971 | $7.03M | 0.2% | +0.7% | 0.964% | |
11/20/2024 | Advisory Resource Group | 608,923 | $16.10M | 3.4% | -1.3% | 2.206% | |
11/15/2024 | Jane Street Group LLC | 62,772 | $1.66M | 0.0% | +105.8% | 0.227% | |
11/15/2024 | Integrated Wealth Concepts LLC | 358,251 | $9.47M | 0.1% | +4.4% | 1.298% | |
11/14/2024 | Flow Traders U.S. LLC | 37,619 | $995K | 0.1% | N/A | 0.136% | |
11/5/2024 | Apollon Wealth Management LLC | 27,351 | $723K | 0.0% | N/A | 0.099% | |
11/1/2024 | Assetmark Inc. | 2,272 | $60K | 0.0% | N/A | 0.008% | |